Background

Mr. Richard J. Morales, also known as Rick, serves as an Executive Vice President and Vice Chairman of the Board at Woodway Financial Advisors and served as its Chief Investment Officer. Mr. Morales joined Woodway Financial Advisors in 1991 and is also the Chief Investment Officer and Vice Chairman of Investment Advisory Board at Woodway Financial Advisors, Investment Arm. Mr. Morales’s extensive academic, technical and practical investment background provides a strong ... resource for Woodway's client base. Prior to Woodway, he spent seven years in portfolio management with an independent bank trust department. Mr. Morales is past President of the Board of Directors of the University Of Houston Bauer College Of Business Administration and currently serves on the Dean's Advisory Board. He authors The Woodway Report, the firm's quarterly economic and capital market outlook. Mr. Morales is a Chartered Financial Analyst and a member of the C.F.A. Institute, and the Houston Society of Financial Analysts. He has a Bachelor of Business Administration and Masters of Business Administration from the University of Houston with a concentration in Finance.

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